Morgan Stanley
SRGA

Morgan Stanley’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History

Morgan Stanley’s Portfolio SRGA Stock Details SRGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-33,226
Closed -$6.08K – 7865
2023
Q2 		$6.08K Sell
33,226
-3,173
-9% -$3.04K ﹤0.01% 6939
2023
Q1 		$58.2K Hold
36,399
– – ﹤0.01% 6221
2022
Q4 		$72.4K Buy
36,399
+11
+0% +$27 ﹤0.01% 6123
2022
Q3 		$127K Sell
36,388
-9,338
-20% -$35.7K ﹤0.01% 5961
2022
Q2 		$155K Buy
45,726
+14,034
+44% +$77.4K ﹤0.01% 6016
2022
Q1 		$289K Buy
31,692
+76
+0.2% +$1.16K ﹤0.01% 5713
2021
Q4 		$679K Sell
31,616
-13,828
-30% -$370K ﹤0.01% 5360
2021
Q3 		$1.49M Sell
45,444
-48,029
-51% -$1.76M ﹤0.01% 4794
2021
Q2 		$3.9M Buy
93,473
+62,876
+205% +$3.22M ﹤0.01% 4038
2021
Q1 		$2M Sell
30,597
-2,108
-6% -$147K ﹤0.01% 4257
2020
Q4 		$2.15M Buy
32,705
+3,855
+13% +$251K ﹤0.01% 4092
2020
Q3 		$1.57M Buy
28,850
+27,837
+2,748% +$2.13M ﹤0.01% 3877
2020
Q2 		$97K Sell
1,013
-1,032
-50% -$76.9K ﹤0.01% 5415
2020
Q1 		$106K Sell
2,045
-2,823
-58% -$295K ﹤0.01% 5163
2019
Q4 		$400K Buy
4,868
+3,574
+276% +$251K ﹤0.01% 5059
2019
Q3 		$111K Sell
1,294
-603
-32% -$64.4K ﹤0.01% 5405
2019
Q2 		$242K Sell
1,897
-1,657
-47% -$239K ﹤0.01% 4947
2019
Q1 		$640K Sell
3,554
-5,612
-61% -$812K ﹤0.01% 4407
2018
Q4 		$1.02M Buy
9,166
+1,908
+26% +$249K ﹤0.01% 4263
2018
Q3 		$981K Sell
7,258
-990
-12% -$136K ﹤0.01% 4557
2018
Q2 		$1.14M Sell
8,248
-750
-8% -$103K ﹤0.01% 4533
2018
Q1 		$1.24M Buy
8,998
+985
+12% +$134K ﹤0.01% 4392
2017
Q4 		$986K Buy
8,013
+1,176
+17% +$161K ﹤0.01% 4550
2017
Q3 		$933K Sell
6,837
-2,321
-25% -$350K ﹤0.01% 4478
2017
Q2 		$1.61M Buy
9,158
+236
+3% +$33.6K ﹤0.01% 3988
2017
Q1 		$1.07M Sell
8,922
-3,340
-27% -$348K ﹤0.01% 4336
2016
Q4 		$1.2M Buy
12,262
+2,382
+24% +$218K ﹤0.01% 4330
2016
Q3 		$928K Buy
9,880
+171
+2% +$17.1K ﹤0.01% 4090
2016
Q2 		$1.04M Buy
9,709
+1,865
+24% +$218K ﹤0.01% 3941
2016
Q1 		$941K Buy
7,844
+2,392
+44% +$251K ﹤0.01% 3988
2015
Q4 		$649K Sell
5,452
-3,236
-37% -$417K ﹤0.01% 4349
2015
Q3 		$1.48M Buy
8,688
+1,251
+17% +$240K ﹤0.01% 3779
2015
Q2 		$1.44M Buy
7,437
+5,584
+301% +$1.04M ﹤0.01% 3925
2015
Q1 		$275K Buy
1,853
+784
+73% +$119K ﹤0.01% 5033
2014
Q4 		$167K Sell
1,069
-87
-8% -$12.5K ﹤0.01% 5324
2014
Q3 		$166K Sell
1,156
-174
-13% -$25.2K ﹤0.01% 5236
2014
Q2 		$174K Sell
1,330
-613
-32% -$77.9K ﹤0.01% 5234
2014
Q1 		$238K Buy
1,943
+340
+21% +$36.8K ﹤0.01% 5035
2013
Q4 		$170K Sell
1,603
-227
-12% -$22K ﹤0.01% 5103
2013
Q3 		$206K Sell
1,830
-4,851
-73% -$550K ﹤0.01% 4868
2013
Q2 		$753K Buy
+6,681
New +$817K ﹤0.01% 3950

Other funds holding SRGA

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.28B AUM 38.1% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
WWP
WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return

Morgan Stanley's SRGA Position: Q3 2023 in Review

Morgan Stanley sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q3 2023, closing a stake of 33,226 shares — an estimated $6.08K sold.

Morgan Stanley first reported a position in SRGA in Q2 2013 and held it in 41 quarters. The position peaked at $3.9M in Q2 2021. 4 funds tracked by Wall St. Rank hold SRGA as of Q3 2023.

  • Morgan Stanley reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Morgan Stanley sold 33,226 Surgalign Holdings, Inc. Common Stock shares in Q3 2023, an estimated $6.08K.
  • Morgan Stanley first reported a position in Surgalign Holdings, Inc. Common Stock in Q2 2013 and held it in 41 quarters.
  • Morgan Stanley's Surgalign Holdings, Inc. Common Stock position peaked at $3.9M in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q3 2023.

Based on Morgan Stanley's 13F filing for Q3 2023, filed 15 Nov 2023.